HOTCHKIS & WILEY

HOTCHKIS & WILEY

Last Update: 08-11-2017

Number of Stocks: 170
Number of New Stocks: 9

Total Value: $24,898 Mil
Q/Q Turnover: 7%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:

HOTCHKIS & WILEY' s Profile & Performance

Profile

Incepted in Los Angeles in 1980, Hotchkis and Wiley has focused exclusively on finding and owning undervalued companies that have a significant potential for appreciation.

Web Page:http://www.hwcm.com/

Investing Philosophy

Hotchkis and Wiley are value investors focusing on important investment parameters such as a company's tangible assets, sustainable cash flow, and potential for improving business performance.

Total Holding History

Performance of Large Cap Value Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201619.7211.967.8
2015-7.771.38-9.1
201413.4913.69-0.2
3-Year Cumulative25.3 (7.8%/year)29 (8.9%/year)-3.7 (-1.1%/year)
201339.9532.397.6
201218.74162.7
5-Year Cumulative108.2 (15.8%/year)98.2 (14.7%/year)10 (1.1%/year)
2011-4.252.11-6.4
201019.8515.064.8
200934.3226.467.9
2008-46.84-37-9.8
2007-10.555.49-16.0
10-Year Cumulative52.6 (4.3%/year)95.7 (6.9%/year)-43.1 (-2.6%/year)
200613.715.79-2.1
20056.414.911.5
200422.0110.8811.1
200342.7728.6814.1
2002-7.51-22.114.6
15-Year Cumulative197.5 (7.5%/year)164.2 (6.7%/year)33.3 (0.8%/year)
20017.95-11.8919.8
20009.17-9.118.3
1999-2.3421.04-23.4
19984.3228.58-24.3
199731.1533.36-2.2
20-Year Cumulative368.5 (8%/year)339.2 (7.7%/year)29.3 (0.3%/year)
199617.3822.96-5.6
199534.4237.58-3.2
1994-3.51.32-4.8
199315.7610.085.7
199213.967.626.3
25-Year Cumulative841 (9.4%/year)791.8 (9.1%/year)49.2 (0.3%/year)
199134.6330.474.2
1990-18.06-3.1-15.0
198923.6731.69-8.0
198821.1516.614.5

Top Ranked Articles

Mariko Gordon Adds 5 New Holdings to Portfolio Guru invests in wide variety of industries in 3rd quarter
Daruma Capital Management’s Mariko Gordon (Trades, Portfolio) acquired five new holdings in the third quarter. Read more...
Bernard Horn Gains 2 Holdings, Cuts 3 Others Guru releases 3rd quarter portfolio
Bernard Horn (Trades, Portfolio) of the Polaris Global Value Fund purchased two new holdings and exited three others in the third quarter. Read more...
Hotchkis & Wiley Narrows Navistar International Position Firm further reduces stake in truck manufacturer
Hotchkis & Wiley Capital Management reduced its stake in Navistar International Corp. (NYSE:NAV) by 27.5% on Sept. 30. Read more...
Director Invests in Lonestar Resources Insider purchases 50,000 shares
Director Bernard Lambilliotte purchased 50,000 shares of Lonestar Resources US Inc. (NASDAQ:LONE) for $5 per share on April 13, according to SEC filings. Read more...
Hotchkis & Wiley Trims Corning, Microsoft, Exits HP Firm's largest trades in the 3rd quarter
HOTCHKIS & WILEY was formed in Los Angeles in 1980 and has focused exclusively on finding and owning undervalued companies that have a significant potential for appreciation. During the third quarter the guru’s largest sells were the following: Read more...
» More HOTCHKIS & WILEY Articles

Commentaries and Stories

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Rating: 1.0/5 (1 vote)

Hotchkis & Wiley Large Cap Diversified Value 2nd Quarter Commentary Review of quarter and holdings Hotchkis & Wiley - Hotchkis & Wiley Large Cap Diversified Value 2nd Quarter Commentary
The S&P 500 Index returned +3.1% in the second quarter. Growth stocks outperformed value stocks in the quarter, with the Russell 1000 Growth Index returning +4.7% compared to the Russell 1000 Value Index’s return of +1.3%. Year-to-date, the growth index has outperformed the value index by more than 9 percentage points, a reversal of value’s 10 percentage point advantage in 2016. In the last few years, investors flocked to companies with high dividend payouts (i.e. bond surrogates) because interest rates have been persistently low. In 2017, with GDP advancing at a positive but lackluster pace, investors have flocked to stocks that have exhibited above average growth. This has not only led to growth’s outperformance but also produced a market with narrow leadership. More than one-third of growth’s outperformance has come from just five mega cap stocks—Apple, Amazon, Facebook, Google, and Microsoft. More...

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Hotchkis & Wiley Comments on Hewlett-Packard Enterprise Guru stock highlight
We increased the weight in technology, primarily by adding to the existing position in Hewlett-Packard Enterprise (“HPE”) (NYSE:HPE) which became the portfolio’s largest weight by quarter-end. To become a large position, a stock must be attractively valued, have a strong balance sheet, possess a predictable business model, exercise prudent capital allocation, and be liquid. HPE scores well on each of these traits. The company is divesting its software and enterprise services businesses. After adjusting for these transactions the remaining hardware business trades between 5 and 6 times earnings. More...

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Large Cap Fundamental Value 1st Quarter 2017 Commentary Overview of holdings and markets Hotchkis & Wiley - Large Cap Fundamental Value 1st Quarter 2017 Commentary
MARKET COMMENTARY More...

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Ken Fisher Buys Vodafone, Daimler, Itau Unibanco Guru's top 3 new holdings for the 1st quarter Ken Fisher,HOTCHKIS & WILEY,Howard Marks,Dodge & C - Ken Fisher Buys Vodafone, Daimler, Itau Unibanco
Fisher Asset Management founder Ken Fisher (Trades, Portfolio) gained 78 new holdings during the first quarter of the year. His top three buys were Vodafone Group PLC (NASDAQ:VOD), Daimler AG (DMLRY) and Itau Unibanco Holding SA (NYSE:ITUB). More...

FISHER, BUYS, 1Q


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Hotchkis & Wiley Diversified Value Fund 1st Quarter Commentary Analysis of holdings and quarter Hotchkis & Wiley - Hotchkis & Wiley Diversified Value Fund 1st Quarter Commentary
MARKET COMMENTARY More...

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Director Invests in Lonestar Resources Insider purchases 50,000 shares Leucadia National,HOTCHKIS & WILEY - Director Invests In Lonestar Resources
Director Bernard Lambilliotte purchased 50,000 shares of Lonestar Resources US Inc. (NASDAQ:LONE) for $5 per share on April 13, according to SEC filings. More...

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Rating: 0.0/5 (0 votes)

Stocks With Low P/Es and Margins of Safety 8 undervalued and fairly priced stocks you should double-check HOTCHKIS & WILEY,Donald Smith,Richard Snow,Jim Sim - Stocks With Low P/Es And Margins Of Safety
Here are eight stocks gurus are buying that are trading with a very low price-earnings (P/E) ratio. Most of them are greatly undervalued, according to the DCF calculator. More...

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Bernard Horn Gains 2 Holdings, Cuts 3 Others Guru releases 3rd quarter portfolio Bernard Horn,HOTCHKIS & WILEY,Diamond Hill Capital - Bernard Horn Gains 2 Holdings, Cuts 3 Others
Bernard Horn (Trades, Portfolio) of the Polaris Global Value Fund purchased two new holdings and exited three others in the third quarter. More...

POLARIS, HORN, BUYS, SELLS, TRADES, 3Q


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Hotchkis & Wiley Trims Corning, Microsoft, Exits HP Firm's largest trades in the 3rd quarter HOTCHKIS & WILEY,Dodge & Cox,PRIMECAP Management,C - Hotchkis & Wiley Trims Corning, Microsoft, Exits HP
HOTCHKIS & WILEY was formed in Los Angeles in 1980 and has focused exclusively on finding and owning undervalued companies that have a significant potential for appreciation. During the third quarter the guru’s largest sells were the following: More...

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Rating: 0.0/5 (0 votes)

Mariko Gordon Adds 5 New Holdings to Portfolio Guru invests in wide variety of industries in 3rd quarter Mariko Gordon,HOTCHKIS & WILEY,Jeremy Grantham,Mar - Mariko Gordon Adds 5 New Holdings To Portfolio
Daruma Capital Management’s Mariko Gordon (Trades, Portfolio) acquired five new holdings in the third quarter. More...

MARIKO, GORDON, DARUMA, BUYS, 3Q


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Arnold Schneider's Best-Performing Stocks Marathon Oil is guru's top performer Arnold Schneider,HOTCHKIS & WILEY,Daniel Loeb,Jere - Arnold Schneider's Best-Performing Stocks
Arnold Schneider is president, chief investment officer and principal of Schneider Capital Management Corp. He manages a portfolio composed of 68 stocks with a value of $534 million. The following are the best performers of his investments. More...

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Hotchkis & Wiley Narrows Navistar International Position Firm further reduces stake in truck manufacturer HOTCHKIS & WILEY,Carl Icahn,Mario Gabelli,Murray S - Hotchkis & Wiley Narrows Navistar International Position
Hotchkis & Wiley Capital Management reduced its stake in Navistar International Corp. (NYSE:NAV) by 27.5% on Sept. 30. More...

MANUFACTURING, TRUCK, SELL, REDUCE, HOTCHKIS, WILEY


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High Yield Small and Mid Caps Opportunities and Risks - Hotchkis & Wiley 'Notice the small things. The rewards are inversely proportional.' -Elizabeth 'Liz' Vassey, actress Hotchkis & Wiley - High Yield Small And Mid Caps Opportunities And Risks - Hotchkis & Wiley
An overlooked opportunity or undue risk? More...

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Guru Buys Barclays, Office Depot, Morgan Stanley Stocks Hotchkis & Wiley purchased in the last 2 quarters HOTCHKIS & WILEY,Warren Buffett,Ken Fisher,Charles - Guru Buys Barclays, Office Depot, Morgan Stanley
HOTCHKIS & WILEY was established in Los Angeles in 1980. In both the first and second quarters the guru bought shares in the following stocks: More...

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Hotchkis & Wiley Sells JPMorgan, Boosts Wells Fargo The guru's largest buys and sells during the 2nd quarter Hotchkis & Wiley - Hotchkis & Wiley Sells JPMorgan, Boosts Wells Fargo
HOTCHKIS & WILEY was formed in Los Angeles in 1980 and has focused exclusively on finding and owning undervalued companies that have a significant potential for appreciation. During the second quarter the company traded the following stocks. More...

BUY, SELL, INVEST, TRADES


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Rating: 5.0/5 (1 vote)

Hotchkis & Wiley Large Cap Diversified Value Review of quarter and portfolio activity Hotchkis & Wiley - Hotchkis & Wiley Large Cap Diversified Value
The S&P 500 Index returned +2.5% during the second quarter of 2016. There was wide performance dispersion across sectors, with the best-performing sector (energy) outperforming the worst-performing sector (technology) by more than 14 percentage points. Despite the partial rebound in energy this quarter, over the last 12 months we have observed a massive flight away from cyclical market segments in favor of non-cyclicals. Pundits have described this trend as “risk off”, “flight to safety”, “low volatility”, “bond proxy” etc., but the reality is that non-cyclical businesses now appear to trade at an unusually high premium to cyclical businesses. Macroeconomic shocks like Brexit have only exacerbated the divergence. True to Benjamin Graham, we view stocks trading at discounts to intrinsic value as having a margin of safety. Ironically, it has become difficult to identify a margin of safety in businesses currently perceived as “safe” because their valuations have become stretched. Accordingly, our modest overweight allocation to cyclicals reflects the risk-adjusted valuation opportunities available and not a macroeconomic outlook. The most attractive individual More...

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Hotchkis & Wiley's Best Investments Year to Date Stocks in firm's portfolio with the largest increases this year HOTCHKIS & WILEY,Jim Simons,Richard Pzena,Jeremy G - Hotchkis & Wiley's Best Investments Year To Date
HOTCHKIS & WILEY are value investors focusing on important investment parameters such as a company's tangible assets, sustainable cash flow and potential for improving business performance. It manages a portfolio composed of 173 stocks with total value of $23.763 billion. More...

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Bed Bath & Beyond Among Companies With Growing EPS A review of stocks with strong EPS that are undervalued HOTCHKIS & WILEY,PRIMECAP Management,Jeremy Granth - Bed Bath & Beyond Among Companies With Growing EPS
Companies with growing EPS are often good investments as they can return a good profit to investors. Here is a selection of the most undervalued companies, according to the DCF calculator, that have a five-year growing EPS. More...

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Hotchkis & Wiley Boosts Stake in Discovery Communications Independent firm seeks value in companies, media company increases revenues HOTCHKIS & WILEY,Mario Gabelli,Joel Greenblatt - Hotchkis & Wiley Boosts Stake In Discovery Communications
Hotchkis & Wiley, an independent investment firm, increased its position in Discovery Communications Inc. Class A (NASDAQ:DISCA) by 50.02% as the company increased revenues and operating income during the first half of 2016. More...

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Hotchkis & Wiley Buys Morgan Stanley, Citigroup, AIG in 1st Quarter Here are guru's largest acquisitions HOTCHKIS & WILEY,Jim Simons,Richard Pzena,Jeremy G - Hotchkis & Wiley Buys Morgan Stanley, Citigroup, AIG In 1st Quarter
HOTCHKIS & WILEY was founded in 1980 by John Hotchkis and George Wiley, value investors focusing on important investment parameters such as a company's tangible assets, sustainable cash flow and potential for improving business performance. During the first quarter the firm bought shares in the following stocks: More...

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